Send a text

Taylor Sohns, MBA, CIMA®, CFP® joins today's show to discuss his wholesaling career and why he co-founded his new firm, LifeGoal Investments. We cover:

• How his modest, one traffic-light hometown influenced his work ethic and drive to earn a good living
• A bold interview tactic that helped him land his first external wholesaling role
• Tips and tricks that separated himself from other wholesalers, earning him 'top wholesaler' status 3 times
• Creating practical, easy to understand ETF wrappers for investment goals

https://www.lifegoalinvestments.com/about-lifegoal.php
https://www.linkedin.com/in/taylor-sohns-mba-cima%C2%AE-cfp%C2%AE-0019b113/

Show Disclaimer: Topics and comments discussed are the personal opinions of the host and guest. They are not intended to be, nor should be interpreted as financial advice.

Support the show